Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.616 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 49368.69 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45307.48 Kr¶
PnL: ---------------------------------------> 251.48 Kr¶
DD now: ---------------------------------> -7.063 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-04 09:55:13.628662'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 1.380000 | 1683.720000 | 214.720000 | 14.620000 | 1468.999998 |
| Sedana Medical | 93 | 5.290000 | 2704.440000 | 183.440000 | 7.280000 | 2521.000011 |
| Orrön Energy | 180 | 5.120000 | 2161.800000 | 118.800000 | 5.810000 | 2043.000000 |
| Platzer Fastigheter Holding B | 12 | 2.350000 | 992.400000 | 31.400000 | 3.270000 | 960.999996 |
| Sagax B | 4 | 1.850000 | 882.800000 | 28.800000 | 3.370000 | 854.000000 |
| Atrium Ljungberg B | 5 | 1.100000 | 963.000000 | 28.000000 | 2.990000 | 935.000000 |
| Catena | 2 | 1.940000 | 818.800000 | 26.800000 | 3.380000 | 792.000000 |
| Sagax A | 4 | 2.330000 | 880.000000 | 26.000000 | 3.040000 | 854.000000 |
| Hoist Finance | 35 | -0.170000 | 1002.750000 | 22.750000 | 2.320000 | 980.000000 |
| JM | 6 | 0.410000 | 881.400000 | 17.400000 | 2.010000 | 864.000000 |
| Gränges | 9 | 1.450000 | 941.400000 | 13.400000 | 1.440000 | 927.999999 |
| Hexatronic Group | 12 | 1.040000 | 978.240000 | 11.240000 | 1.160000 | 966.999996 |
| BioGaia B | 8 | 0.340000 | 937.600000 | 7.600000 | 0.820000 | 930.000000 |
| Byggmax Group | 33 | 0.760000 | 960.300000 | 4.300000 | 0.450000 | 956.000001 |
| Biotage | 7 | 0.070000 | 943.600000 | 2.600000 | 0.280000 | 940.999997 |
| EQT | 4 | 0.770000 | 834.400000 | 2.400000 | 0.290000 | 832.000000 |
| Bilia A | 8 | 0.270000 | 902.400000 | 2.400000 | 0.270000 | 900.000000 |
| Clas Ohlson B | 12 | 0.000000 | 974.400000 | 1.400000 | 0.140000 | 972.999996 |
| AcadeMedia | 8 | 0.600000 | 403.200000 | 1.200000 | 0.300000 | 402.000000 |
| HEXPOL B | 9 | -0.880000 | 1018.800000 | -2.200000 | -0.220000 | 1020.999996 |
| OX2 | 13 | 0.620000 | 946.400000 | -3.600000 | -0.380000 | 949.999999 |
| ASSA ABLOY B | 3 | -0.270000 | 773.700000 | -5.300000 | -0.680000 | 779.000001 |
| Alimak Group | 11 | 0.480000 | 921.800000 | -6.200000 | -0.670000 | 927.999996 |
| Creaspac SPAC | 39 | 0.320000 | 3708.900000 | -9.100000 | -0.240000 | 3717.999987 |
| Nordic Waterproofing Holding | 7 | 0.450000 | 947.800000 | -19.200000 | -1.990000 | 966.999999 |
| VEF | 909 | 0.500000 | 1827.090000 | -22.910000 | -1.240000 | 1850.000436 |
| SKF B | 5 | -1.820000 | 915.000000 | -25.000000 | -2.660000 | 940.000000 |
| Addnode Group B | 11 | -1.160000 | 891.000000 | -30.000000 | -3.260000 | 921.000003 |
| Latour B | 4 | 0.290000 | 820.400000 | -36.600000 | -4.270000 | 857.000000 |
| Indutrade | 5 | 1.680000 | 1180.500000 | -37.500000 | -3.080000 | 1218.000000 |
| Vitec Software Group B | 2 | 0.670000 | 1049.000000 | -38.000000 | -3.500000 | 1087.000000 |
| Hexagon B | 26 | 0.420000 | 3404.700000 | -56.300000 | -1.630000 | 3461.000010 |
| Bufab | 3 | -0.060000 | 1052.400000 | -56.600000 | -5.100000 | 1109.000001 |
| INVISIO | 16 | 0.670000 | 3624.000000 | -65.000000 | -1.760000 | 3689.000000 |
| BHG Group | 97 | 1.790000 | 1379.340000 | -79.660000 | -5.460000 | 1458.999989 |
| TOTAL | 45307.480000 | 251.480000 | -7.06257% | 45056.000411 |
Updated:¶
'2023-07-04 09:55:30.543546'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
